Stock Taper 
MONTEREY PRIVATE WEALTH, INC.
Latest 13F filing data - Q1 2025
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Merck & Co., Inc. | MRK | 7.79K | $698.8K |
 PepsiCo, Inc. | PEP | 6.27K | $940.65K |
 Verizon Communications Inc. | VZ | 5.03K | $228.1K |
 Chevron Corporation | CVX | 4.88K | $816.16K |
 Visa Inc. | V | 4.87K | $1.71M |
 RTX Corporation | RTX | 4.85K | $642.51K |
 ConocoPhillips | COP | 4.38K | $460.09K |
 Walmart Inc. | WMT | 4.27K | $374.99K |
 Block, Inc. | XYZ | 4.04K | $219.71K |
 Costco Wholesale Corporation | COST | 4.04K | $3.82M |
 Otis Worldwide Corporation | OTIS | 4.01K | $413.63K |
 W. P. Carey Inc. | WPC | 3.95K | $249.47K |
 Wells Fargo & Company | WFC | 3.6K | $258.48K |
 Mondelez International, Inc. | MDLZ | 3.47K | $235.16K |
 Abbott Laboratories | ABT | 3.33K | $442.39K |
 Starbucks Corporation | SBUX | 3.24K | $317.97K |
 The Coca-Cola Company | KO | 3.04K | $217.94K |
 Colgate-Palmolive Company | CL | 3K | $280.74K |
 Lam Research Corporation | LRCX | 3K | $217.76K |
 Johnson & Johnson | JNJ | 2.85K | $472.13K |